--- title: "Data centers capex up 59% in 3Q 2025 due to AI investment. Accelerated server demand drives broad infrastructure spending." type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/270166672.md" description: "Data centers' capital expenditure increased by 59% in 3Q 2025 due to AI investment, driven by accelerated server demand and expansion of hyperscale cloud services, according to a Dell'Oro Group report." datetime: "2025-12-18T13:04:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/270166672.md) - [en](https://longbridge.com/en/news/270166672.md) - [zh-HK](https://longbridge.com/zh-HK/news/270166672.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/270166672.md) | [English](https://longbridge.com/en/news/270166672.md) # Data centers capex up 59% in 3Q 2025 due to AI investment. Accelerated server demand drives broad infrastructure spending. A surge in demand for servers and expansion of hyperscale cloud services are fueling significant growth in infrastructure spending. A report from Dell'Oro Group, a leading market information provider in the telecommunications industry, reveals this trend. The report, released on Dec. 18, 2025, highlights the widespread impact, indicating a substantial increase in server procurement and cloud infrastructure investment. This surge underscores the industry's shift towards advanced technologies and the need for scalable solutions. The comprehensive analysis by Dell'Oro Group emphasizes the robust market demand, with key numbers reflecting this dynamic landscape. ### 相關股票 - [C3.AI (AI.US)](https://longbridge.com/zh-HK/quote/AI.US.md) ## 相關資訊與研究 - [Marc Andreessen Says 'Every Large Company Is Overstaffed:' AI Layoffs Are Just An Excuse, Not Job Loss Reality](https://longbridge.com/zh-HK/news/281342808.md) - [ROI-Does the AI business model have a fatal flaw?: Joachim Klement](https://longbridge.com/zh-HK/news/281309369.md) - [Siemens to Dissolve Digital Industries, Smart Infrastructure Divisions](https://longbridge.com/zh-HK/news/281116194.md) - [TCS Rewires Enterprise Tech With AI](https://longbridge.com/zh-HK/news/280993412.md) - [ScaleOps Raises $130M Series C at Over $800M Valuation to Lead the Future of Autonomous Cloud and AI Infrastructure Resource Management](https://longbridge.com/zh-HK/news/281051642.md)